New and Improved Credit Memo Visibility on Orders in agile & ADC

With a recent agile and ADC improvement, you will now have visibility of additional financial documents directly on the Order’s document tab in agile and ADC.

NEW documents you will now see on the documents tab of the order include:

• System generated Credit Memos (for Credits resulting in a return against that order)
• Manual Credit Memos (for freight claims, billing errors and other post sales related issues)
• Manual Customer Invoices (for billing errors, reconsignment, overage of product, and other post sales related issues)

Please note:  Not all Credit Memos can be linked back to specific orders so you will still need to use the agile Credit & Invoice application to retrieve those documents. Examples of these types of credits might include larger inventory adjustment credits or program rebate credits that span across many orders.

There’s more!

Distributors will benefit from these improvements as well!  These same Credit Memos and additional documents will be visible on the Documents tab of an order on the Order Status tab in ADC.  These new manual Credit Memo’s will display as a new 4^th section under the Documents Tab once you have pulled up an Order in ADC. The manual Customer Invoices will now appear as additional documents in the existing document category of Customer Invoices.

Not all Credit Memos can be linked back to specific orders so Distributors will continue to retrieve those documents on the Credits/Invoices tab in ADC.

Please note that this system improvement only became effective on March 17^th so electronic documents created before that will need to be viewed using your previous methods. This new functionality is available for US and Canada customers and agents.

*Si usted es un agente o distribuidor en México, el crédito manual o la facturación manual se ha enviado por correo electrónico a la persona adecuada por archivo ATI.